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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1351
Arkadios Wealth Advisors
Georgia
$254K +$259K +681 New
LMKC
1352
L.M. Kohn & Company
Ohio
$253K +$4.19K +11 +2%
CBFP
1353
Cedar Brook Financial Partners
Ohio
$252K -$37.3K -98 -13%
MIM
1354
MTM Investment Management
South Carolina
$251K – – –
OW
1355
Olistico Wealth
Oklahoma
$249K – – –
OCM
1356
One Capital Management
California
$248K +$16K +42 +7%
MFG
1357
MidWestOne Financial Group
Iowa
$248K – – –
GC
1358
Grimes & Company
Massachusetts
$246K +$3.42K +9 +1%
UBV
1359
United Bank (Virginia)
Virginia
$246K -$158K -415 -39%
GWANC
1360
Guardian Wealth Advisors (North Carolina)
North Carolina
$245K +$250K +658 New
FWM
1361
Forza Wealth Management
Florida
$244K +$38.1K +100 +18%
SFS
1362
Stiles Financial Services
Minnesota
$243K – – –
BLC
1363
Brown, Lisle/Cummings
Rhode Island
$242K – – –
MIS
1364
Morningstar Investment Services
Illinois
$240K +$244K +642 New
FA
1365
Fermata Advisors
California
$239K +$245K +643 New
SSWG
1366
Seven Springs Wealth Group
Tennessee
$238K – – –
SMA
1367
Seven Mile Advisory
New Jersey
$238K +$9.89K +26 +4%
GRP
1368
Global Retirement Partners
California
$238K +$18.3K +48 +8%
CFS
1369
CRA Financial Services
New Jersey
$238K +$2.28K +6 +0.9%
SFWA
1370
Summit Financial Wealth Advisors
Louisiana
$237K – – –
RCM
1371
Radnor Capital Management
Pennsylvania
$236K – – –
ACP
1372
Aveo Capital Partners
Colorado
$235K +$31.6K +83 +15%
CIC
1373
Crawford Investment Counsel
Georgia
$235K +$240K +631 New
MC
1374
Maverick Capital
Texas
$235K +$240K +631 New
MSFS
1375
Main Street Financial Solutions
Pennsylvania
$233K +$5.33K +14 +2%
53 54
55
56 57